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Foster City, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signal Partners, Llc | Foster City | CA | 06/2015 | 01/2020 |
| Eugene Software Solutions | Eugene | OR | 01/2013 | Present |
| Inside Arbitrage Advisors, Llc | Foster City | CA | 09/2022 | Present |
| Mindful Health Solutions | San Francisco | CA | 01/2020 | 03/2022 |
Eugene Software Solutions, President, Since 2013. Not Investment-Related. Headquartered In Eugene, Oregon. I devote 20% of my time to this business, mostly outside trading hours. I operate this software solutions business that primarily works with non-profits and startups. The business is in run-off mode and is likely to taper down in the second half of 2023. Inside Arbitrage, LLC: Owner since 2018. Currently spends about 40% of his time on this business. Works from same location as the advisor entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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